Tarsus Pharmaceuticals, Inc. (TARS) Stock Analysis
Recovery setup
Healthcare · Biotechnology
Sell if holding. Multiple concerning factors at $61.95: Consecutive earnings misses (2); Concentration risk — Product: XDEMVY.
Tarsus Pharmaceuticals is a commercial-stage biopharmaceutical company with XDEMVY (lotilaner ophthalmic solution), the first and only FDA-approved treatment for Demodex blepharitis, generating over $646 million in net product sales since its August 2023 launch. Additional... Read more
Sell if holding. Multiple concerning factors at $61.95: Consecutive earnings misses (2); Concentration risk — Product: XDEMVY. Chart setup: Death cross but MACD improving, RSI 49. Score 6.1/10, moderate confidence.
Passes 7/8 gates (positive momentum, favorable risk/reward ratio, clean insider activity, news events none recent, earnings proximity 54d clear, semi cycle peak clear, materials cycle peak clear). Suitability: aggressive.
Recent developments
updated 2026-06-14Recent Developments — Tarsus Pharmaceuticals, Inc.
Latest news
- NEWS Earnings call transcript: Tarsus Pharmaceuticals Q1 2026 beats EPS forecast, stock dips - Investing.com Australia — Investing.com Australia positive
- NEWS Earnings call transcript: Tarsus Pharmaceuticals Q1 2026 beats EPS forecast, stock dips - Investing.com Canada — Investing.com Canada positive
- NEWS Earnings call transcript: Tarsus Pharmaceuticals Q1 2026 beats EPS forecast, stock dips - Investing.com — Investing.com positive
- NEWS Tarsus Pharmaceuticals, Inc. (TARS) Reports Q1 Loss, Beats Revenue Estimates - Yahoo Finance Australia — Yahoo Finance Australia positive
- NEWS Tarsus (TARS) Q1 2026 Earnings Transcript - The Globe and Mail — The Globe and Mail positive
Generated 2026-06-15T12:11:44Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHProductXDEMVY10-K Item 1A: 'We have one product, XDEMVY®, formerly known as TP-03, which obtained Food and Drug Administration ("FDA") approval for the treatment of Demodex blepharitis in the U.S. in July 2023.'
Material Events(8-K, last 90d)
- 2026-02-18Item 5.02LOWDavid E.I. Pyott appointed to Board of Directors effective February 18, 2026, expanding board from 7 to 8. Named Chair of Commercial Committee and member of Nominating and Compensation Committees. Routine board expansion; no arrangement with any other person cited.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker·1 ceiling hit
No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Multiple concerning factors at $61.95: Consecutive earnings misses (2); Concentration risk — Product: XDEMVY. Chart setup: Death cross but MACD improving, RSI 49. Prior stop was $57.61. Score 6.1/10, moderate confidence.
Take-profit target: $81.88 (+32.2% upside). Prior stop was $57.61. Stop-loss: $57.61.
Concentration risk — Product: XDEMVY; Consecutive earnings misses (2); Value-trap signals (3/5): Margin compression (op margin -3.8%), Material insider selling (25 sells, 0.27% of cap), Negative free cash flow.
Tarsus Pharmaceuticals, Inc. trades at a P/E of N/A (forward 21.6). TrendMatrix value score: 7.8/10. Verdict: Sell.
15 analysts cover TARS with a consensus score of 4.4/5. Average price target: $94.
What does Tarsus Pharmaceuticals, Inc. do?Tarsus Pharmaceuticals is a commercial-stage biopharmaceutical company with XDEMVY (lotilaner ophthalmic solution), the...
Tarsus Pharmaceuticals is a commercial-stage biopharmaceutical company with XDEMVY (lotilaner ophthalmic solution), the first and only FDA-approved treatment for Demodex blepharitis, generating over $646 million in net product sales since its August 2023 launch. Additional pipeline candidates include TP-04 (Phase 2, ocular rosacea) and TP-05 (Lyme disease prophylaxis).